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BGAFX vs CNPAX
BGAFX vs CNPAX Comparison
Open Charts BGAFX vs CNPAX
Baron Global Opportunity Retail
Price$45.59
Change-$1.42 (-3.02%)
VolumeN/A
Net Assets652.08M
American Funds New Perspective 529A
Price$72.76
Change-$1.21 (-1.64%)
VolumeN/A
Net Assets165.22B
BGAFX vs CNPAX Comparison Chart in %
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BGAFX vs. CNPAX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BGAFX is a Hold and CNPAX is a Buy.
FUNDAMENTALS
Fundamentals
CNPAX has more cash in the bank: 165B vs. BGAFX (652M). CNPAX pays higher dividends than BGAFX: CNPAX (0.45) vs BGAFX (0.00). BGAFX was incepted earlier than CNPAX: BGAFX (14 years) vs CNPAX (24 years). BGAFX (1.22) is less costly to investors than CNPAX (0.77). CNPAX is a more actively managed with annual turnover of: 24.00 vs. BGAFX (8.00). CNPAX has a lower initial minimum investment than BGAFX: CNPAX (250) vs BGAFX (2000). BGAFX annual gain was more profitable for investors over the last year : 19.98 vs. CNPAX (12.99). CNPAX return over 5 years is better than : 32.52 vs. BGAFX (-0.63).
| BGAFX | CNPAX | BGAFX / CNPAX | |
| Total Expense Ratio | 1.16 | 0.77 | 151% |
| Annual Report Gross Expense Ratio | 1.22 | 0.77 | 158% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 17.776 | 19.220 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 165B | 0% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 19.98 | 12.99 | 154% |
| Returns for 3 years | 66.76 | 50.57 | 132% |
| Returns for 5 years | -0.63 | 32.52 | -2% |
| Returns for 10 years | 232.54 | 104.41 | 223% |
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